Wealth Management

Wealth Management


Financial Literacy Project

Rubric

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Topic 1: Deciding What You Want in Life

S.M.A.R.T Goals
S= Specific
M= Measurable
A= Attainable
R= Relevant
T= Time-bound

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Topic 2: Setting Financial Goals

Notes

Documents

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Topic 3: Earning Your Money

Notes

Income and Education http://www.bls.gov/opub/ooq/2006/fall/oochart.pdf
W-4 Link: http://www.irs.gov/pub/irs-pdf/fw4.pdf
I-9 Link: http://www.uscis.gov/files/form/i-9.pdf

Internal Revenue Service Link: http://www.irs.gov/publications/p15/ar02.html#d0e1690

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Topic 4: Allocating Your Money to Achieve Goals
Article: "How to Go Broke Like a Rock Star"
http://www.usnews.com/money/personal-finance/articles/2008/09/16/how-to-go-broke-like-a-rock-star.html

http://dallasfed.org/ca/wealth/BuildingWealthStandalone.swf

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Topic 5: Tracking Money
Notes:

Worksheet:

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Topic 6: Borrowing Money

Notes:

Topic 6 - Borrowing Money.ppt

• Details
• Download
• 163 KB

Links:
Moneyville
http://community.ca.uky.edu/moneyville/?q=node/1

Worksheet:

Handout 6.01 - Whats the Cost.doc

• Details
• Download
• 22 KB

CalculateSimpleandCompoundInterest.doc

• Details
• Download
• 23 KB

Credit Card Worksheet.doc

• Details
• Download
• 39 KB

UsingCreditWisely.doc

• Details
• Download
• 29 KB

Car Loan Application

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Topic 7: Paying Your Way
Notes:


Utility Bill
Utility Bill 2




1040
http://www.irs.gov/pub/irs-pdf/f1040.pdf
1040EZ
http://www.irs.gov/pub/irs-pdf/f1040ez.pdf